100% Online admin
Manage and work with all aspects of external and internal contact, 24/7 from any device with internet access.
Call Cycle Management
Ensure your customers are given the attention they deserve. Set up call cycles and plan one-off contact to follow up on opportunities. Record phone discussions, meetings, file notes and send emails.
Manage people, organisations and people acting as employees of organisations. Configure rich profiling at each of these levels, and then use that profiling to drive business systems.
Use dynamic filtering to slice and dice your database of people and companies into targeted lists. View the output online, export it to a file or carry it directly into the MAIL system as a recipient list.
Create linkages between organisations, such as a Head Office and branches, or a Franchisee and Franchisor partnership.
Roles and Types
Assign people and organisations to profiles as needed to identify them as Suppliers, Customers, Members, Venues, Primary Contacts and more.
Use the self manage tools to assign logins, and drive access to restricted pages as needed.
Set the commercial relationship that your customers have with you, including setting whether they receive credit, how much credit, checkout payment options and more.